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State Street US Sector Rotation ETF
XLSR

62 hedge funds and large institutions have $172M invested in State Street US Sector Rotation ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

15% more funds holding

Funds holding: 54 → 62 (+8)

2.89% more ownership

Funds ownership: 83.17% → 86.06% (+2.9%)

3% more capital invested

Capital invested by funds: $167M → $172M (+$4.33M)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
21
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.95M
2
LPL Financial
LPL Financial
California
+$6.5M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$2.35M
4
FCAG
First Capital Advisors Group
New Jersey
+$2.11M
5
SIA
SkyView Investment Advisors
New Jersey
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$6.76M
2
RCM
Raleigh Capital Management
North Carolina
-$747K
3
CP
Castleview Partners
Texas
-$542K
4
FFN
Focus Financial Network
Minnesota
-$503K
5
APC
Aspire Private Capital
North Carolina
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Silverlake Wealth Management
Vermont
$577K -$8.09K -203 -1%
SAM
27
Strategic Asset Management
Minnesota
$555K -$83.2K -2,087 -12%
BWP
28
Balboa Wealth Partners
Arizona
$516K +$572K +14,363 New
FFN
29
Focus Financial Network
Minnesota
$515K -$503K -12,623 -47%
SOS
30
Silver Oak Securities
Tennessee
$495K +$478K +12,000 New
KFS
31
Kelly Financial Services
Massachusetts
$477K -$150K -3,774 -22%
GFPC
32
Global Financial Private Client
Florida
$465K +$144K +3,604 +40%
RA
33
RFG Advisory
Alabama
$444K -$38.5K -967 -8%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$382K -$18.7K -470 -4%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$367K -$398 -10 -0.1%
PFA
36
Professional Financial Advisors
Nebraska
$347K -$38.8K -973 -9%
CRI
37
Colonial River Investments
Virginia
$342K +$379K +9,522 New
RCAG
38
Rehmann Capital Advisory Group
Michigan
$305K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$271K -$47.7K -1,198 -14%
SPC
40
Sigma Planning Corp
Michigan
$259K -$300K -7,519 -51%
Creative Planning
41
Creative Planning
Kansas
$238K +$2.15K +54 +0.8%
Citadel Advisors
42
Citadel Advisors
Florida
$226K -$69.7K -1,750 -22%
MWM
43
Maripau Wealth Management
Indiana
$220K -$11.4K -286 -5%
UWM
44
USAdvisors Wealth Management
Minnesota
$220K +$2.03K +51 +0.8%
FPCP
45
Fort Point Capital Partners
California
$220K +$7.97K +200 +3%
APW
46
Austin Private Wealth
Texas
$218K +$242K +6,076 New
HI
47
Harbour Investments
Wisconsin
$198K – – –
CP
48
Castleview Partners
Texas
$194K -$542K -13,601 -72%
ACM
49
Absolute Capital Management
Pennsylvania
$190K +$209K +5,244 New
CT
50
Cambridge Trust
Massachusetts
$88K – – –
1
2
3

XLSR Hedge Fund Activity: Q3 2022 in Review

62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q3 2022, worth a combined $172M — up 2.6% from $167M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XLSR positions and 8 closed out — a net gain of 8 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.95M. The largest seller was Simplicity Solutions, cutting an estimated $6.76M.

  • 62 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q3 2022, up from 54 in Q2 2022.
  • Funds reported $172M of State Street US Sector Rotation ETF stock for Q3 2022, up 2.6% quarter-over-quarter.
  • 16 funds opened new State Street US Sector Rotation ETF positions in Q3 2022 and 8 closed out, a net change of +8 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $7.95M added.
  • The largest State Street US Sector Rotation ETF seller in Q3 2022 was Simplicity Solutions, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2022.